Unclaimed
Howard Steven Myers is a Registered Investment Advisor. Howard has been in the securities industry for over 30 years. He currently works at Adviser Alliance, LLC and previously worked at Cetera Advisors LLC, AXA Advisors, LLC and MONY Securities Corporation. Howard has Series 63, Series 65, Series 7 and SIE licenses. He specializes in Portfolio Management for Individuals and Selection of Other Advisers. Howard also owns and operates Myers Financial, which provides fixed insurance and annuity products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
OH
09/13/2018 - Present
Adviser Alliance, LLC (HUDSON OH)
OH
09/06/2007 - 07/17/2018
CETERA ADVISORS LLC (HUDSON OH)
OH
06/01/2005 - 03/12/2007
AXA ADVISORS, LLC (INDEPENDENCE OH)
NY
04/29/1987 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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